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Engagement rollforward

Rollforward a Master Engagement to a New Master Engagement

Engagement Rollforward lets you create a new master engagement based on a prior period master engagement. When rolling an engagement forward, be sure to follow the best practice guidelines.
To rollforward a master engagement:
  1. Open the master engagement to be rolled forward.
  2. On the
    File
     menu, click
    Rollforward
    .
    The Rollforward Engagement window appears.
  3. Enter a name for the new master engagement.
  4. Type the engagement date, or click
    Date
     to select from a calendar.
  5. Select the Practice Aid edition to use for the new engagement from the drop-down list. (See the Rollforward Best Practice topic for tips on using an equal or newer version of the title.)
  6. On the next window, complete the following information:
    • Select the SMART Practice Aids modules you want to include in the engagement. You must select Risk Assessment with Field Work and Internal Control; however Disclosure may be selected by itself. Modules cannot be disabled once the engagement is created.
    • The external engagement software questions appear only if you have the
      Field Work
       module selected.
    • The disclosure question appears only if you have the
      Disclosure
       module selected.
  7. Click
    Next
    .
  8. On the next window, select the check boxes for items that you want to be rolled forward.
  9. Click
    Next
    , and depending on your previous selections, you will follow one of several paths. Follow the onscreen instructions to further indicate the items that you want to be rolled forward.
  10. Click
    Next
    .
    The next window states that the rollforward options have been saved.
  11. Click
    Rollforward
    .
    A confirmation message states that the engagement has been successfully created.